CoupangCPNG
About: Coupang is South Korea's largest e-commerce platform that sells both owned and third-party inventory. Headquartered in the US, Coupang operates e-commerce businesses mainly in South Korea and Taiwan. The company has built an integrated logistics network that covers the entirety of South Korea, with extensive fulfillment centers that ensure timely delivery, even for orders placed seconds before midnight. Outside of its bread-and-butter e-commerce business, Coupang has expanded into provision of its Rocket delivery services to third-party merchants (fulfillment and logistics by Coupang), online grocery delivery Rocket Fresh, online meal delivery (Eats), e-commerce in Taiwan, luxury e-commerce (Farfetch), and travel.
Employees: 95,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
183% more call options, than puts
Call options by funds: $316M | Put options by funds: $111M
34% more repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 181
19% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 72
10% more funds holding in top 10
Funds holding in top 10: 39 [Q4 2024] → 43 (+4) [Q1 2025]
1% more capital invested
Capital invested by funds: $29.2B [Q4 2024] → $29.6B (+$371M) [Q1 2025]
1% more funds holding
Funds holding: 600 [Q4 2024] → 604 (+4) [Q1 2025]
0.03% more ownership
Funds ownership: 81.74% [Q4 2024] → 81.77% (+0.03%) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Barclays Jiong Shao | 22%upside $36 | Overweight Maintained | 8 May 2025 |
Financial journalist opinion
Based on 17 articles about CPNG published over the past 30 days
